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Megan Trask, CFP®

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Megan Trask, CFP® joined the Connecticut Wealth Management (CTWM) team in 2016. Megan has been a major contributor to the development of the firm’s unique investment approach that helps clients align their financial goals with their portfolios. She builds meaningful and lasting relationships with her clients, which includes business owners and executives, and currently manages the largest portion of the firm’s client assets.

As Director of CTWM’s Investment Committee, Megan is responsible for the development and implementation of the firm’s target investment strategy. She oversees the firm’s retirement plans and participant education programs and is passionate about philanthropic planning, financial literacy with second-generation clients, and socially responsible investing. 

Prior to joining the firm, Megan was a Senior Wealth Planner at Reynders, McVeigh Capital Management, LLC in Boston. She was responsible for communicating the firm’s proprietary research on public equities, private placement investments, as well as socially responsible strategies to individual clients. Megan also worked in the Investor Services Department of Brown Brothers Harriman with institutional clients.

Megan’s recognized expertise has resulted in numerous guest appearances on NBC Connecticut. In addition, she often contributes to financial articles in industry publications.

Education

Megan graduated from the University of Massachusetts, Amherst earning a Bachelor of Business Administration degree in Finance with a minor in economics. She has a certificate in Financial Planning from Boston University. Megan is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner. 

Affiliations and Community Involvement

Megan sits on the Investment Committee for the Village for Families & Children where she helps to develop investment policy and due diligence for the organization’s endowment. Megan is the advisor to the Vice President of Academic Excellence of the Kappa Kappa Gamma sorority at the University of Massachusetts, Amherst. She assists in developing the 100-person chapter’s scholastics expectations and requirements and visits quarterly to ensure adherence. Megan is a mentor and delivery angel for Healing Meals. She is also actively involved in CTWM’s charitable efforts.

Megan was selected as one of the “40 Under Forty” by Hartford Business Journal (2020) and has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2018-2021); the elite list appearing annually in Connecticut Magazine.

In her free time, Megan enjoys yoga, snowboarding, and outdoor adventures with her husband, son, and German Shepherd.

* The award is based on expertise, value for fee charged and overall satisfaction.

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